Protecting your business
We'll help you understand your options and find the right protection for your business, giving you priceless peace of mind.
How we'll work together
Financial matters are always so unique to every individual, so we like to initially meet in person so we can get to know you. We’ll discuss your current financial situation (reviewing any existing policies you may have) along with your aims and ambitions.
Following our meeting you’ll receive a report detailing everything we’ve discussed, including our recommendations. Once we’ve agreed on a course of action, we’ll implement the plan by preparing any applications forms and meeting with to complete them.
We act on an independent basis so will approach all providers to find the most competitive premium for you, and also ensure that the product specifications meet your requirements. You’ll have the option where necessary to be introduced to other professionals, such as a suitably qualified solicitor for services like a cross-option agreement.
We will advise on the use of Trusts where necessary, and we will liaise with our sister company, Mitten Clarke Limited, on any tax issues that need to be addressed.
Ongoing, we’ll provide updates, reviews and recommendations where appropriate to ensure you remain clear on the status of your policies and overall journey.
We will either charge an initial fee, or alternatively, be paid commission by the chosen provider for arranging your cover. Fees will be disclosed and agreed once we have provided you with quotations from the provider.